See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $85,553 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $79,071 |
COMERICA BANK2 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $21,806 |
MARCUM LLP3+ years Service code 10 · EIN 11-1986323 | Accounting | $19,277 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $192,869-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 14.6%-14.6pp |
| Annual return | 14.23% | -2.08%+16.3pp | -0.77%+15.0pp | 10.56%+3.7pp |
| Employer contribution / active EE | $7,679 | $7,322+4.9% | $29,514-74.0% | $13,643-43.7% |
| Participant deferral / active EE | $0 | $0 | $36-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $42,257-100.0% | $3,354-100.0% |